Who owns STRATEGY SHS?
- Ticker: ESUM
- CUSIP Number: 86280r787
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Analyze quarterly positions in Strategy with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Strategy stock
Who bought or sold STRATEGY SHS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Change Path | 1.4M | $38M | 0% | Sep 2025 |
|
| O'Connor Financial Group | 489k | $13M | -1% | Sep 2025 |
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| Strategic Equity Management | 488k | $13M | 3% | Sep 2025 |
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| Moneywise | 249k | $6.8M | 12% | Sep 2025 |
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| Legacy Wealth Asset Management | 228k | $6.2M | 3% | Sep 2025 |
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| PAX Financial Group | 170k | $4.6M | 1% | Sep 2025 |
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| Geneos Wealth Management | 100k | $2.7M | 3% | Sep 2025 |
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| Kestra Advisory Services | 89k | $2.4M | 29% | Sep 2025 |
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| Cambridge Investment Research Advisors | 69k | $1.9M | 65% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 66k | $1.8M | 373% | Sep 2025 |
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| SageOak Financial | 60k | $1.6M | 5% | Sep 2025 |
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| LPL Financial | 50k | $1.4M | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 48k | $1.3M | 12% | Sep 2025 |
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| IFP Advisors | 46k | $1.2M | 2% | Sep 2025 |
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| Creative Financial Designs | 43k | $1.2M | 40% | Sep 2025 |
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| Strategic Blueprint | 41k | $1.1M | 18% | Sep 2025 |
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| 49 Wealth Management | 40k | $1.1M | 40% | Sep 2025 |
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| Merit Financial Group | 39k | $1.1M | 100% | Sep 2025 |
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| First Heartland Consultants | 36k | $989k | 1% | Sep 2025 |
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| OneAscent Financial Services | 32k | $881k | 42% | Sep 2025 |
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| Gts Securities | 24k | $649k | -36% | Sep 2025 |
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| Goldman Sachs Group | 20k | $538k | 100% | Sep 2025 |
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| Values First Advisors | 19k | $508k | 44% | Sep 2025 |
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| TrueWealth Advisors | 17k | $454k | 100% | Sep 2025 |
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| Betterment | 16k | $445k | 100% | Sep 2025 |
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| Susquehanna International | 13k | $363k | -75% | Sep 2025 |
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| CLS Investments | 13k | $353k | 100% | Sep 2025 |
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| Commonwealth Equity Services | 10k | $274k | 100% | Sep 2025 |
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| Centaurus Financial | 8.7k | $237k | 100% | Sep 2025 |
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| Atria Investments | 8.4k | $229k | 4% | Sep 2025 |
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| Foundations Investment Advisors | 7.6k | $208k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 6.7k | $182k | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 4.5k | $121k | 100% | Sep 2025 |
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| LGT Financial Advisors | 2.9k | $80k | 100% | Sep 2025 |
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| Advisor Group Holdings | 1.8k | $48k | 23% | Sep 2025 |
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| AdvisorNet Financial | 224.00 | $6.1k | 0% | Sep 2025 |
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| GeoWealth Management | 6.00 | $163.000200 | 0% | Sep 2025 |
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Who sold out of Strategy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| OneAscent Wealth Management | Jun 2025 | 25k | $649k |
| Citadel Advisors | Jun 2025 | 21k | $555k |
| RFG Advisory | Jun 2025 | 14k | $369k |
| Jane Street | Jun 2025 | 12k | $322k |